为什么目前美股市场更类似97年?

塔子哥的随笔
Nov 11

近期,有关AI泡沫的讨论再次升温。由于市场估值高企,人们担忧2000年的泡沫会上演和破裂。不过,高盛报告认为,考虑盈利和宏观,目前更类似1997~1998年,而非1999和2000年。当然,仍有许多指标需要持续关注。报告如下:与人工智能相关股票的持续升值再次引发了一个问题:美国股市是否如同上世纪90年代末期那样处于"泡沫"之中。我们的股票策略师认为,尽管估值偏高,但我们尚未明确处于泡沫区间。"宏观...

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